We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
151
Cerity Partners
New York
$6.09M +$354K +2,400 +6%
SAM
152
Silvercrest Asset Management
New York
$5.86M +$5.6M +37,950 +1,666%
FPFS
153
First Personal Financial Services
North Carolina
$5.84M -$704K -4,766 -11%
SHA
154
Seneca House Advisors
Virginia
$5.84M -$90.5K -613 -2%
KAS
155
Kestra Advisory Services
Texas
$5.79M +$4.87K +33 +0.1%
GT
156
Glenmede Trust
Pennsylvania
$5.68M -$624K -4,228 -10%
TTWM
157
TCV Trust & Wealth Management
Virginia
$5.67M -$53.6K -363 -0.9%
AC
158
Addenda Capital
Quebec, Canada
$5.63M -$6.79K -46 -0.1%
TC
159
TownSquare Capital
Utah
$5.62M +$1.33M +8,982 +30%
RWA
160
Roberts Wealth Advisors
California
$5.62M -$16.1K -109 -0.8%
TWM
161
Tanager Wealth Management
United Kingdom
$5.56M
BWM
162
Bulltick Wealth Management
Florida
$5.51M +$480K +3,248 +9%
LSWM
163
Lorne Steinberg Wealth Management
Canada
$5.39M -$19.2K -130 -0.4%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$5.37M -$135K -916 -2%
CTA
165
Colonial Trust Advisors
South Carolina
$5.36M -$218K -1,474 -4%
SAM
166
Strategy Asset Managers
California
$5.32M +$54.6K +370 +1%
SBWIC
167
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.29M +$306K +2,075 +6%
MWM
168
Moran Wealth Management
Florida
$5.17M +$5.24M +35,465 New
PGA
169
Portland Global Advisors
Maine
$5.14M +$80.5K +545 +2%
CCM
170
Campbell Capital Management
Florida
$5.1M +$5.17M +35,005 New
TH
171
TCTC Holdings
Texas
$4.97M -$105K -712 -2%
AI
172
Atria Investments
North Carolina
$4.93M -$503K -3,404 -9%
DWM
173
Dakota Wealth Management
Florida
$4.85M -$9.45K -64 -0.2%
Millennium Management
174
Millennium Management
New York
$4.8M -$297K -2,014 -6%
MPIM
175
McGinn Penninger Investment Management
Virginia
$4.61M +$1.78M +12,080 +62%